ICICI Prudential MidCap Fund vs Tata Mid Cap Growth Fund Regular Plan compare
ICICI Prudential MidCap Fund - Growth
Tata Mid Cap Growth Fund Regular Plan- Growth Option
Chart Comparison
Overview
Scheme Name | ICICI Prudential MidCap Fund - Growth | Tata Mid Cap Growth Fund Regular Plan- Growth Option |
---|---|---|
Fund | ICICI Prudential MidCap Fund - Growth | Tata Mid Cap Growth Fund Regular Plan- Growth Option |
Investment Plan | Growth | Growth |
Level of Risk | Very High | Very High |
Asset Size (Cr) | ₹5975 Cr | ₹4354 Cr |
Min Investment | ₹5000 | ₹5000 |
Min SIP Invesment | ₹500 | ₹100 |
Min Addl Investment | ₹1000 | ₹1000 |
Launch Date | 28 Oct 2004 | 31 Mar 2004 |
Category | Mid Cap | Mid Cap |
Fund Type | Open Ended | Open Ended |
Benchmark | NIFTY Midcap 150 TRI | NIFTY Midcap 150 TRI |
Turn Over | 73% | 69.98% |
Expense Ratio | 1.91 | 1.87 |
Manager | Sharmila D'mello | Satish Chandra Mishra |
ISIN Code | INF109K01AN2 | INF277K01626 |
Exits Load | ICICI Prudential MidCap Fund - Growth charges 1.0% of sell value; if fund sold before 365 days. There are no other charges./365 | Tata Mid Cap Growth Fund - Regular Plan - Growth charges 1.0% of sell value; if fund sold before 365 days. There are no other charges./365 |
Trailing Lumpsum Returns
Scheme Name | ICICI Prudential MidCap Fund - Growth | Tata Mid Cap Growth Fund Regular Plan- Growth Option |
---|---|---|
1 Month | 11.02% | 6.91% |
6 Month | -1.96% | -5.01% |
1 Year | 9.72% | 5.98% |
3 Year | 24.46% | 23.48% |
5 Year | 31.88% | 28.43% |
SIP Return Analysis
Scheme Name | ICICI Prudential MidCap Fund - Growth | Tata Mid Cap Growth Fund Regular Plan- Growth Option |
---|---|---|
6 Month | 0.26% | -0.73% |
1 Year | -8.56% | -11.1% |
3 Year | 17.68% | 16.27% |
5 Year | 20.01% | 18.84% |
Rolling Lumpsum Returns
Scheme Name | ICICI Prudential MidCap Fund - Growth | Tata Mid Cap Growth Fund Regular Plan- Growth Option |
---|---|---|
1 Year | 14.4% | 17.53% |
3 Year | 14.95% | 16.61% |
5 Year | 15.67% | 17.03% |
Risk Management
Scheme Name | ICICI Prudential MidCap Fund - Growth | Tata Mid Cap Growth Fund Regular Plan- Growth Option |
---|---|---|
Standard Deviation | 14.46% | 13.05% |
Sharp | 0.76% | 0.78% |
Beta | 0.91% | 0.91% |
Alpha | -1.62% | -1.76% |
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Fund Managers
Scheme Name | ICICI Prudential MidCap Fund - Growth | Tata Mid Cap Growth Fund Regular Plan- Growth Option |
---|---|---|
Name | Sharmila D'mello | Satish Chandra Mishra |
Total AUM | ₹354743 Cr | ₹13117 Cr |
Funds Managed | 35 | 5 |
ICICI Prudential MidCap Fund - Growth | Tata Mid Cap Growth Fund Regular Plan- Growth Option |
Market Cap
Scheme Name |
ICICI Prudential MidCap Fund - Growth |
Tata Mid Cap Growth Fund Regular Plan- Growth Option |
---|---|---|
Others | 1 | 7.34 |
Mid Cap | 68.63 | 67.05 |
Small Cap | 16.31 | 17.19 |
Large Cap | 14.11 | 8.42 |
Sector Allocation
Scheme Name |
ICICI Prudential MidCap Fund - Growth |
Tata Mid Cap Growth Fund Regular Plan- Growth Option |
---|---|---|
Others | 1 | 7.34 |
Fertilizers & Agrochemicals | 5.93 | 3.25 |
Finance | 4.44 | 6.47 |
Cement & Cement Products | 7.71 | 3.63 |
IT - Services | 2.72 | - |
Non - Ferrous Metals | 1.3 | - |
Insurance | 0.17 | 5.92 |
Agricultural, Commercial & Construction Vehicles | 3.15 | 1.11 |
Chemicals & Petrochemicals | 5.71 | 1.9 |
Pharmaceuticals & Biotechnology | 2.32 | 12.9 |
Auto Components | 6.21 | 5.71 |
Electrical Equipment | 3.23 | 2.37 |
Realty | 8.99 | 4.46 |
Banks | 0.45 | 6.61 |
Automobiles | 0.24 | - |
Capital Markets | 7.72 | - |
Industrial Products | 11.74 | 6.41 |
Telecom - Services | 4.22 | 3.14 |
Diversified Metals | 0.81 | - |
Food Products | 0.12 | - |
Consumer Durables | 1.35 | 2.67 |
Ferrous Metals | 7.34 | - |
Diversified | 0.52 | 0.67 |
Leisure Services | 0.72 | 3.68 |
IT - Software | 0.37 | 4.45 |
Healthcare Services | 0.32 | 1.77 |
Financial Technology (Fintech) | 3.18 | - |
Minerals & Mining | 0.64 | - |
Retailing | 4.62 | - |
Industrial Manufacturing | 0.2 | - |
Power | 0.13 | 0.69 |
Construction | 0.54 | 2.03 |
Textiles & Apparels | 1 | 1.99 |
Gas | 0.04 | 2.11 |
Transport Infrastructure | 0.9 | 3.43 |
Petroleum Products | - | 1.5 |
Aerospace & Defense | - | 1.11 |
Agricultural Food & other Products | - | 1.13 |
Transport Services | - | 0.45 |
Commercial Services & Supplies | - | 1.1 |
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